Learn how the standard new record link works and how to add a custom record creation form link to a custom organization dashboard.

Creating a new organization contacts record

The New Record link that appears on the standard Contacts list for related organization contact records may be used to create new organization contact records:

However, minimal fields are collected by this standard method:

To customize this data entry process and collect additional data points when records are created, build an organization contact new record form and link that form on a custom organization dashboard.

You can also create an custom dataset row query to replace the standard Contacts list. This removes the standard new record link and directs all record creation to your custom form.

🔔 Important!

It is not possible to replace the new record hyperlink in the standard Contacts list. The link may be removed by replacing the standard functionality with a custom dataset row query instead. It is also not possible to add a new record link to a custom dataset row query, rather the new link must be added to a dashboard as described below.

Creating the dashboard

1. Select Database from the main navigation.

2. Under Records and Datasets, select Dashboards.

3. Select New Dashboard.

4. Enter the following configurations:

   • Name: Provide a short, descriptive name (such as "Organization Dashboard").

   • Type: Select Record.

   • Base: Select Organizations.

5. Select Save.

   

Edit Query

Add any exports you want to display on the organization dashboard. To configure a new record link that pre-populates the organization, add an export for Organizations Key (CEEB code).

You can also add filters to limit which organization records display this dashboard.

Tip: To conditionally display information on a dashboard, use Liquid Markup with an existence export instead of query filters.

Edit Dashboard

1. Using the editor, enter your desired descriptive text, then add a new hyperlink.

2. Copy and paste the URL for the New Record form you previously created.

3. Add the following query string parameter to the end of the form URL link:

   &sys:parent={{your-merge-field}}

   • The merge field must match the export from the dashboard query, shown to the right of the view while editing the dashboard. In this example, because the export was named Organizations Key, the merge field shown is {{Organizations-Key}}.

   With the query string parameter, the form will pre-populate the associated organization record when creating a new organization contact from a given record. Without the query string parameter, users would need to search by the organization name and manually assign this value.